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Video Tutorials

Setup​

1.1 Activate Agave Account​

1.2 Create a New Config​

1.5 Save Config​

Core Module​

2.1 Sync Vendors​

2.2 Sync Customers​

2.3 Sync Projects​

2.4 Sync Cost Codes (Service Items)​

2.5 Sync Cost Types (Classes)​

2.6 Sync Budget Line Items (Estimates)​

AP Module​

3.1 Sync Purchase Orders​

3.2 Sync Change Orders​

3.3 Sync AP Invoices (Bills)​

3.4 Sync AP Payment​

3.5 Sync Job Costs​

3.6 Sync Expenses​

AR Module​

4.1 Sync AR Invoices​